Welcoming Kelsey

To our clients, friends, and partners,

Happy Fall! We are excited to announce the addition of Kelsey L. Daugherty to our team, as our goal remains to continually enhance our services to better support you, your family, and your legacy as your life evolves.  As fiduciaries, we prioritize your best interests in all of our decisions, and adding Kelsey to the team underscores this commitment to you.

Kelsey’s experience and passion for helping others aligns with Ashwood Financial Partners’ commitment to giving back to our community and making a meaningful impact in the lives of others.  She brings an impressive background, which includes servicing families, business owners, and non-profits in the Private Wealth Management division at Goldman Sachs.  Kelsey is FINRA licensed and received her undergraduate degree from the College of William and Mary and a MBA at Southern Methodist University in Dallas, Texas.

As a native of Richmond, Kelsey’s commitment to supporting others is highlighted by her community and philanthropic involvement.  She serves on the Board Immersion Program at the Valentine Museum, the Young Professionals Board at Fit4Kids, and the Board of Directors for Interspan Resources, a staffing agency based in Richmond. Previously, Kelsey served on the Junior Board for the Children’s Hospital Foundation at VCU and the Children’s Museum of Richmond.

Thank you for your trust and partnership.  We value your relationship and look forward to introducing enhancements in the coming months.  At Ashwood Financial Partners, our guiding principle is "Rooted in Relationships."  Just as strong roots sustain a tree's growth through all seasons, your achievements anchor our progress. As a tree stands tall and benefits from its deep roots, we stand by your side, steadfast and ready to help you navigate every season of your life. 

Please join me in welcoming Kelsey to the team!  You can find her contact information below:

Kelsey L. Daugherty

713-829-1196

kelsey@ashwoodfp.com

Sincerely,

Ashby W. Price, CFA, AIF, CRPS

Owner | Founder

Ashwood Financial Partners

 
 
 

“I am thrilled to be joining the team at Ashwood Financial Partners. With a solid foundation in private wealth management from my time at Goldman Sachs, and as a Richmond native, I am eager to blend my experiences and contribute to the continued success and growth of the firm.”

- Kelsey Daugherty

Previous
Previous

The Impact of Interest Rates on the Economy: How Long and How Variable?

Next
Next

Is Commercial Real Estate the Next Shoe to Fall?